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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

MDT holding history

Medtronic plc in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overviewAll 13F holders of MDTFull Q2 2026 holdings

Shares (Q2 2026)
10,316
Value
$807.0K
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of MDT by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,316$807.0K0.1%−54−0.5%ReducedHolders
Q1 202610,370$898.6K0.1%−3,969−27.7%ReducedHolders
Q4 202514,339$1.38M0.1%−534−3.6%ReducedHolders
Q3 202514,873$1.42M0.1%−603−3.9%ReducedHolders
Q2 202515,476$1.35M0.1%+564+3.8%AddedHolders
Q1 202514,912$1.34M0.2%+3,112+26.4%AddedHolders
Q4 202411,800$942.6K0.1%+7,118+152.0%AddedHolders
Q3 20244,682$421.5K<0.1%+276+6.3%AddedHolders
Q2 20244,406$346.8K<0.1%+225+5.4%AddedHolders
Q1 20244,181$364.4K<0.1%+1,129+37.0%AddedHolders
Q4 20233,052$251.4K<0.1%+3,052NewHolders
Q1 20220$00.0%−3,260−100.0%Sold outHolders
Q4 20213,260$337.0K0.1%+7+0.2%AddedHolders
Q3 20213,253$408.0K0.1%+36+1.1%AddedHolders
Q2 20213,217$399.0K0.1%+73+2.3%AddedHolders
Q1 20213,144$371.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.